Forum Discussion

VivekVishwanat2's avatar
VivekVishwanat2
Qrew Cadet
6 years ago

Can Change in formula field trigger a Notification?

Hi,  I have Created a Notification field, which has to be triggered every day. So I created a Today() field(a Formula-date field). --> Whenever Today() field Changes, trigger a Notification. But, ...
Formulas and functions
NotificationsEmail
EvanMartinez's avatar
EvanMartinez
Moderator
6 years ago
Hi Vivek,

Unfortunately a notification cannot be triggered off of a formula field updating due to a change like the day rolling over. Notifications trigger off of an action taken on a record that saves and updates it. So things like an update to the record via the form, grid edit, automations, or API could all trigger a notification to go off. If this is something that needs to go out daily you may want to look at the options available for subscriptions where you can send out a report of records that match a certain criteria on specific days of the week/month. Then you could use that formula field to indicate which records should be on that report each day and pick out a list of users in your app that subscription should go to. You can learn more about subscriptions here.

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Evan Martinez
Community Marketing Manager
Quick Base
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  • HeatherBryant2's avatar
    HeatherBryant2
    Qrew Assistant Captain
    6 years ago
    Hi Evan,
    I have an automation scheduled nightly to check a box when records meet certain criteria. The automation works. I wanted this to trigger a notification when the record is modified but I'm not getting a notification. Do you know if a scheduled automation can trigger a notification?

    Thanks!

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    Heather Bryant
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    • EvanMartinez's avatar
      EvanMartinez
      Moderator
      6 years ago
      Hi Heather,

      Does that notification have a multi record version set up? What I have usually seen happening if it is not firing but hitting all of the triggers for the notification when the Automation runs is that it is updating the records all at once and if a multi-record notification isn't set up to send out then no notification will go out. I would suggest testing that by making sure a multi record version of the notification has been set up and see if it goes out the next time the notification should run.

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      Evan Martinez
      Community Marketing Manager
      Quick Base
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